Version 20.3

Overview

Follow the steps below to create a claim in the Patient Chart. This workflow is different from entering superbill charges, which then have to be converted to a claim. 

1. Click the Patient Chart button on the Clinical, Billing, or Practice Management tab.
2. If needed, use the Search boxto search for and select the patient.
3. Click Charges in the Account section of the Window Navigation Panel.
4. Click the New Claim button.The Add/ Edit Charges window is displayed. 
5. Enter the following information (items in red are required fields):

• Rendering Provider: Select the Provider that saw the patient. If the Rendering Provider does not have billing credentials, a name must be selected from the Supervised by drop-down menu.

• Insurance or Self-pay: The patient's primary insurance is displayed here. There is the option to select an alternate payer or self-pay for this claim.

• Date: The system default is the current date. To backdate the claim, click the drop-down menu to change to the desired date.

• ICD-10: Click the Add button  and enter the numeric code or description to search under the ICD-10 Desc field. Then, click the Save button  to add the diagnosis code to the claim. Up to twelve diagnosis codes can be placed on a claim.
• CPT: Enter the numeric CPT code or click the Ellipsis button to search for the code.
  
• Diagnosis codes must be assigned to each CPT code line. Use the drop-down menu to select the diagnosis code or add modifiers.

1. Once all charges have been entered click the Save or Save + Queue button in the bottom right hand corner of the Add/Edit Charges window.

Version 20.2

Overview

Follow the steps below to create a claim in the Patient Chart. This workflow is different from entering superbill charges, which then have to be converted to a claim.

1. Click the Patient Chart button on the Clinical, Billing, or Practice Management tab.
2. If needed, use the Search boxto search for and select the patient.
3. Click Charges in the Account section of the Window Navigation Panel.
4. Click the New Claim button.The Add/ Edit Charges window is displayed. 
5. Enter the following information (items in red are required fields):

• Rendering Provider: Select the Provider that saw the patient. If the Rendering Provider does not have billing credentials, a name must be selected from the Supervised by drop-down menu.

• Insurance or Self-pay: The patient's primary insurance is displayed here. There is the option to select an alternate payer or self-pay for this claim.

• Date: The system default is the current date. To backdate the claim, click the drop-down menu to change to the desired date.

• ICD-10: Click the Add button  and enter the numeric code or description to search under the ICD-10 Desc field. Then, click the Save button  to add the diagnosis code to the claim. Up to twelve diagnosis codes can be placed on a claim.
• CPT: Enter the numeric CPT code or click the Ellipsis button to search for the code.
  
• Diagnosis codes must be assigned to each CPT code line. Use the drop-down menu to select the diagnosis code or add modifiers.

1. Once all charges have been entered click the Save or Save + Queue button in the bottom right hand corner of the Add/Edit Charges screen.